Manita Lam, CPA, CFP®

Manita Lam, CPA, CFP®

Financial Advisor

Manita graduated from the University of Oklahoma with a Bachelors Degree in Accounting. She is licensed as a Certified Public Accountant in the State of Texas and has over 20 years of experience in the field. She has worked in a variety of corporate positions at major companies including; American Airlines, Sabre, and Global Knowledge, Inc.

Manita operates and manages a CPA firm in Allen. As a CPA, Manita has specialized in working with Individuals, Partnerships, Corporations, LLC’s., and S Corporations. Client services range from preparing income tax returns to developing a comprehensive financial plan that examines every aspect of the client’s financial position, strategies, goals, and growth opportunities.

Manita is a member of the Allen Sunrise Rotary Club. She also participates regularly in community service projects and organizations, and is member of various local running clubs.

Manita lives in Allen. She enjoys spending time with her two children, family and friends, traveling, and maintaining her health and physical fitness. She has completed many half and full marathons and competes in Spartan races. She continually strives to challenge herself both physically and her career.

Phone (214) 644-2565